Set up client folder trees and naming rules for new clients automaticallyautomatically
When a new client onboards, create a ready folder tree and rules so you can be productive on day one.
No credit card • Rename in under 3 minutes
sample.pdf
Waiting for rename…
Date
2024-10-14
Receipt #
102-1234567-123
Issuer
Amazon
Launch new clients with organized folder structures instantly.
- Define template folder structure and naming rules for client types.
- Auto-create folders when new client documents arrive.
- Apply consistent naming across invoices, receipts, and statements.
Proof: 847 new client folders created last month across 23 accounting firms.
Before → after filenames
No more download.pdf. Every document follows your naming convention automatically.
receipt.pdf
2024-10-14_Amazon_Order_102-1234567-1234567.pdf
Example naming rule
Rename to 2024-10-14_amazon_102-123456
Why teams adopt this workflow
Template-based setup: Create folder templates for different client types (individuals, businesses, trusts).
Rule inheritance: Apply naming rules consistently across all client subfolders.
Scalable structure: Handle unlimited clients with the same organizational consistency.
How it works
Client folders auto-create with standardized subfolders and naming rules, ready for immediate use.
- Define template folder structure and naming rules for client types.
- Auto-create folders when new client documents arrive.
- Apply consistent naming across invoices, receipts, and statements.
FAQ
Can I customize folder structures for different client types?
Yes. Create separate templates for individual clients, businesses, trusts, or nonprofits with appropriate subfolder structures.
Will it work with existing client documents?
Absolutely. Apply rules to existing folders and reorganize documents according to your naming standards.
How do I handle client name changes or entity updates?
Update the master template and reapply rules. The system tracks changes for audit purposes.
Make it part of your workflow
Connect integrations, use full-text extraction, or call the API for posts processing.
Supported in:
Ready to rename your documents automatically?
Connect Dropbox or Google Drive and watch files sync into client-ready names. 50 free renames to start.